Davenport Equity Opportunities benefits from a strong team and flexible investment approach. The distribution of ratings among mid-blend Morningstar Category rivals and a fee decrease earn the strategy’s single no-load share class a Morningstar Analyst Rating upgrade to Silver from Bronze.
Will DEOPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DEOPX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the DEOPX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of DEOPX’s parent organization’s priorities and whether they’re in line with investors’ interests.